Turbo tax says I must mail Form 8453. 8453 wants me to attach Form 8949. One of my sales on Form 8949 says see attached statement.....do I need to attach a statement?

[fanfare]

@chirashi 

please see my many posts above on this thread (and elsewhere)

and also particularly see post earlier timestamped ‎04-10-2022 2:04 PM

there are various ways to create the report, you'll have to use your imagination and technical prowess.

Your report might be a Form 8949.
some third party services you pay for will produce an actual Form 8949 for you that you can mail in,

[chirashi]

@fanfare Sorry - I only just now refreshed my page and saw your earlier suggestion about what to mail in.

In my case, two pertinent pages from the relevant 1099-B is the clear answer.

I wonder why TurboTax doesn't import the  Box "E" details into a Form 8949, the way that it does for Box "D" details. Unless the brokerage doesn't want to be responsible for these cost basis info, and so they force the filer to verify their info.

[MauryM]

This is not correct.  Turbotax told me I needed to file form 8453, and include my 8949.  Turbotax does not print out form 8949 or any supporting statements.  They leave you in the dark as to what you need to submit with form 8453...  What an awful, awful program.

[DianeW777]

It depends. If the cost basis is the same on both the Schedule D and your  Form 1099-B, then nothing needs to be mailed including Form 8453.

If they are not the same:

Print only the 8949, make a copy of your Form 1099-B, and send both with Form 8453, if the cost basis does not match the total that is reported on your Form 1099-B.  

[MauryM]

This  is my question too...

I can easily print off the 8949, and I attached a statement breaking out the (two) combined sales I had.  I see one of my sales on my 8949 is also a wash sale from one of my brokerages.

Do you need to include a 1099-B with the 8949 and 8453?  Or do you just include the 8949 with just a specific statement about combined transactions?

I really hate this software...

[RobertB4444]

If you are filing an 8453 it is because the information about your cost basis and transactions was not submitted to the IRS by your brokerage.  They gave it to you on the 1099, they just didn't give it to the IRS. So submitting the 1099-B is the proof that you need to show that your return is correct.

@MauryM 

[Mallard1]

I'm hoping I can get a straightforward answer from someone regarding my form 8453-Corp for E-file Declaration for Corporations.

I e filed my condo associations' taxes and realized that I inadvertently sent them the blank form instead of the one I printed and scanned and sent with my taxes.  The IRS has already accepted my taxes for the condo association.  What should I do? Should I just print and mail them a copy of the taxes along with the "signed" form or should I just wait to hear from them?

Very Concerned

[mark847]

I am not an accountant or a professional tax preparer.  You need to explain why you needed to file form 8453.

here is what I found about form 8453:

FILE THIS FORM ONLY IF YOU ARE ATTACHING ONE OR MORE
OF THE FOLLOWING FORMS OR SUPPORTING DOCUMENTS.
Check the applicable box(es) to identify the attachments.
Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes (or equivalent contemporaneous written acknowledgement)
Form 2848, Power of Attorney and Declaration of Representative (or POA that states the agent is granted authority to sign the return)
Form 3115, Application for Change in Accounting Method
Form 3468 - Attach a copy of the first page of NPS Form 10-168, Historic Preservation Certification Application (Part 2—Description of Rehabilitation), with an indication that it was received by the Department of the Interior or the State Historic Preservation Officer, together with proof that the building is a certified historic structure (or that such status has been requested)
Form 4136 - Attach the appropriate certificates and, if applicable, the appropriate reseller statements for biodiesel, renewable diesel, and sustainable aviation fuel claims
Form 5713, International Boycott Report
Form 8283, Noncash Charitable Contributions, Section A (if any statement or qualified appraisal is required), or Section B, Donated Property, and any related attachments (including any qualified appraisal or partnership Form 8283)
Form 8332, Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (or certain pages from a divorce decree or separation agreement that went into effect after 1984 and before 2009) (see instructions)
Form 8858, Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
Form 8864 - Attach the appropriate certificates and, if applicable, the appropriate reseller statements for biodiesel, renewable diesel, and sustainable aviation fuel claims
Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949

When and Where To File
If you are an electronic return originator (ERO), you must
mail Form 8453 to the IRS within 3 business days after
receiving acknowledgement that the IRS has accepted
the electronically filed tax return.

https://www.irs.gov/pub/irs-pdf/f8453.pdf

hope this helps 

[CatinaT1]

I would wait and if the IRS wants a signed copy they will contact you by mail and ask for you to send it in. If you send it again it will cause delays and confuse the IRS.

[chirashi]

Mark847: This thread appears to be about a post from 2022 that was not submitted by me. I don't know how my username got on it.